RIA Intel›Advisers›New Jersey›BLUE POINT STRATEGIC WEALTH MANAGEMENT, LLC

BLUE POINT STRATEGIC WEALTH MANAGEMENT, LLC

Advisory

FAIR LAWN, NJ

Data as of Mar 24, 2026 · Source: SEC Form ADV

Average account
$387K
across 44 accounts
AUM per adviser
$4M
4 advisers

Source: SEC Form ADV. Figures as filed Mar 24, 2026.

Total AUM
$17M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
4
Assets Under Management
Total AUM$17M
Discretionary AUM$17M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients44
Team
Total Employees4
Investment Advisers4
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNJ, PR
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NJ

Closest by assets under management. All figures from Form ADV.

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ORION FINANCIAL ADVISORS LLC
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$17M
ACACIA INVESTMENT ADVISORY GROUP, INC.
MARLTON, NJ
$17M
-81.6% 1Y
OSPREY PARTNERS INVESTMENT MANAGEMENT, LLC
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$18M
-98.9% 1Y

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